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Compare Kotak Low Duration Fund vs JM Low Duration Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | Low to Moderate |
Rating | 1.0 | 3.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.18 | 0.88 |
NAV | ₹3424.14 | ₹37.96 |
Fund Started | 29 Feb 2008 | 25 Sep 2006 |
Fund Size | ₹14356.72 Cr | ₹177.15 Cr |
Exit Load | - | - |
Risk
Moderate
Low to Moderate
Rating
1.0
3.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.18
0.88
NAV
₹3424.14
₹37.96
Fund Started
29 Feb 2008
25 Sep 2006
Fund Size
₹14356.72 Cr
₹177.15 Cr
Exit Load
-
-
Returns
1 Year | 7.25% | 7.41% |
3 Year | 7.07% | 7.08% |
5 Year | 5.66% | 5.60% |
1 Year
7.25%
7.41%
3 Year
7.07%
7.08%
5 Year
5.66%
5.60%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 2.22% | -0.13% |
Equity
0.00%
0.00%
Cash
2.22%
-0.13%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Palha Khanna | Killol Pandya |
Start Date | 28 Feb 2024 | 05 Nov 2024 |
Name
Palha Khanna
Killol Pandya
Start Date
28 Feb 2024
05 Nov 2024
About Fund
Description | The scheme seeks to generate income through investment in low duration debt and money market securities. | The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months. |
Launch Date | 29 Feb 2008 | 25 Sep 2006 |
Description
The scheme seeks to generate income through investment in low duration debt and money market securities.
The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.
Launch Date
29 Feb 2008
25 Sep 2006